How to Create a Custom Emails Received Inbox Using Filters
Task Manager lets you build custom views by combining filters, so you can surface exactly the tasks you care about, including a dedicated inbox view for inbound emails.
Where to find it
Go to Task Manager and click the + button next to the existing tabs at the top of the screen. This opens the filter panel where you can configure your view.
How to build an Emails Received Inbox
In the filter panel, click + Add filter
Set the first filter row to:
Where →
Last event type→Is one of→Email Received
Add a second filter row:
And →
Status→Is one of→ select the statuses you want (e.g.In Progress,New,Pending)
Click Apply
To save this as a named tab, click Views (top right of the filter panel) and save it, this pins the filtered view as a persistent tab in your Task Manager
What the filters do
Last event type: Email Received — shows only tasks where the most recent activity was an inbound email from a customer
Status: New + 2 more — narrows the list to tasks in active/open states, filtering out completed or dismissed tasks
Mix and match filters
You can combine additional filters to narrow the inbox further. A useful example is filtering by unread notifications, so you only see tasks with new emails you haven't reviewed yet:
And →
Has Unread Notifications→Equals→True
Other filters you can layer in include assignee, customer, due date, and more.
